Refreshment Services, Inc. 401(k) Plan
Sponsored by Refreshment Services, Inc. · EIN 371041383 · Plan #004
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 484
- With balances
- 272
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Navigate Retirement Solutions | Investment advisory (plan) | $46,542 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $30,398 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |